ICOBS - Providing Information and Advising
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20 Minutes -
For all staff
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UK
ICOBS rules on providing information and advising apply to insurance intermediaries. This 20-minute course explains the FCA's requirements for giving customers information about the firm and its services, what must be disclosed about products including fees, and the standards that apply when advice is given rather than information provided.
Remuneration and fee disclosure is an area the FCA revisits regularly, and the boundary between information and advice is crossed easily in conversation. Both determine what the customer can later claim they were owed. Training intermediary staff on the specific disclosure points keeps the sales journey compliant and produces files that stand up when a case is reviewed long after the sale.
What you’ll learn in
this course
- Recognise the requirements for providing information about our Firm and its services
- Know what information, including fees, to provide about our products
- Know the rules for identifying client needs and advising
Hear from our customers
Feefo Customer Rating ★★★★★ 4.9/5
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